supplementler - noah16 london
TRANSCRIPT
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
Only
1Country
$30m
Startup Niche MarketBased in
Funding 2017 Sales Delivers to
Our Story
• Market is still growing really fast
• Healthy Living trend is here to stay
• Spending doesn’t fall when GDP/Capita falls
• Specialty Retail Margins
• Great Shipping Economics
• High Reorder Rates
• Low Return Rates
We decided to jump right in!
• 2 M&A Investment Bankers that worked together
• We’re innovative
• We’re very analytical
• We are problem solversWe Liked
the Market
The Team
Sports Nutrition & VMHS Market
E-Commerce Opportunity
We Get
Stuff
Done
Great for
E-retail
WEBSITE
APPS MOBILE SITE
#1 Sports
Nutrition
Retailer
500.000+
cust.
1st Native
App
With a Twist! We’re Omnichannel...
PHYSCIAL STORESCornered
the
Physical
Market
Great
Interface
with
Consum.
Profitable
Stores
SMART VENDING MACHINES
With a Twist! We’re Omnichannel...
Great
Branding
Disrupts
Gyms’
Dist.
Channel
Market
Maker
Backed by Content
FORUM NETWORK TRADE MAGAZINE
#1 Print
Magazine
#1
Fitness
Website
...
Network
of 5m
visitors /
month
And by Services...
Group ClassesPay As You Go
SUPPLEME
NTLER
VITAMINLE
R
We Liked it so Much that we opened up
Single Basket
Single Shipment
Single Sign On
Sing Checkout
Cross SellGrow the
User Base
Control the
Ecosystem
Cracking
the VHMS
Market
Supplier
Getting
into Retail
Competing
against
local
‘Amazons’
Big Rich
Physical
Competitor
Small
Reckless
Retailers
Only Problem Solvers Survive!
Adapt
Analyze
Respond
Innovate
Summary KPIs
Online vs Offline Repeat Order % Free vs Paid
$30m
Sales
Double
Digit
EBITDA%
Great
Unit
Econ.
90%
10%
Online Other
70%
30%
Repeat One-Off
80%
20%
Organic, Direct, Brand
Other
2013 2014 2015 2016 2017
Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes management distraction
NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry
Knowledge of and strong relationships with potential buyers’ key decision makers
Proactively finds and unlocks attractive investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions with sizes of several billion euros
24 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector
Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results
Creative deal solutions
September 2015
December 2014
September 2014
October 2014
May 2014
Sale of a 70% stake in
to
Exclusive Financial Advisor to Drushim and its Shareholders
Sale of 100% of
for $800m to
Exclusive Financial Advisor to Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2 and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE
September 2016October 2016
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to 10Bis and its Shareholders
®
Marco RodzynekManaging Director & Founder
Jan BrandesManaging Director
Justus LumpeManaging Director
The NOAH Advisors Core Banking Team
Nikhil ParmarDirector
10Bis Drushim
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal and its Shareholders
by
84% Ownership